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TPSC vs BELT

Timothy Plan US Small Cap Core ETF vs iShares U.S. Select Equity Active ETF

TPSC

Timothy Plan US Small Cap Core ETF

Timothy Plan

Annual cost

0.52%

Fund size

$333M

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

Key differences

  • TPSC costs 0.23% less per year.
  • TPSC is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • TPSC follows a index tracking strategy; BELT uses index enhanced.
  • TPSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TPSCBELT
Annual cost (TER)0.52%0.75%
Fund size (AUM)$333M$9M
Since20192024
Dividend yield0.98%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+21.8%+28.9%
CAGR 3Y+15.8%N/A
CAGR 5Y+7.2%N/A
Sharpe 3Y0.68N/A
Volatility 1Y15.91%17.21%
Max drawdown-41.57%-23.05%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TPSC and BELT